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Quarterly Perspectives - 1st Quarter 2024

As we enter the second quarter of 2024, we take a look at current events that could impact your portfolio. Our quarterly perspectives dives deeper into investing in election years, estate vehicle comparisons, keeping an eye on the future of taxes, and focusing on what you can control.

4 Cash Flow Strategies for Small Businesses

Use these four strategies for effective cash flow management to improve the financial health of your small business.

5 Must-Dos When Starting a Small Business

Build a solid foundation for your small business with these five planning steps and put yourself on a path to pursue your business goals.

2024 Economic Outlook

In the INTRUST 2024 Economic Outlook, we evaluate the current economic environment and its implications for businesses and investors. Key themes shaping this year's outlook include rates, inflation, business and consumer strength, housing, labor, and more.

Pension Plan Limits for Tax Year 2024

The Internal Revenue Service has announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2024.

Quarterly Perspectives - Third Quarter 2023

As we enter the fourth quarter of 2023, there are several trends we can use to provide some perspective on current events and help you plan. We take a look at considerations when relocating, keeping an eye on the future, and extending your planning horizon.